Nolan Securities Corp.
Firm details
- Headquarters
- Monterey, Massachusetts
- CRD number
- 27984
- Registered since
- February 1, 1991
Firm profile
FINTRXOverview
Nolan Securities Corp. is organized as a corporation and appears in FINTRX as SEC-registered since 1991. The firm is listed as individually owned and is classified in the database as "unclassified." The profile flags several negative indicators rather than service specializations: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The FINTRX record does not include descriptive fields such as client base, fee structure, or listed advisory activities, so there is no detailed public profile of the firm's investment focus or service offerings in this dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Bruce Kelly
CRD 1385457
Eamon Kelly
DirectorCRD 3254426
Leonard Schwalb
Registered Financial ProfessionalCRD 1061625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monterey, MA
Berkshire
Location
Monterey, MA
Headquartered in Monterey, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 535 Main Rd
- Time zone
- ET (UTC-5)
- Office locations
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